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Advanced Packaging

Advanced packaging stacks and connects finished dies into a single high-performance part, which has become the main way to add capability now that shrinking transistors is slowing. It is the step where accelerators and memory are joined together.

10 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
151
Westfield Capital Management
Westfield Capital Management
Massachusetts
$163M -$21.4M 2 0.74% Reduced
152
Candriam SCA
Candriam SCA
Luxembourg
$161M +$20.9M 3 0.93% Increased
153
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$155M -$90.6M 1 2.54% Reduced
154
MIS
Morningstar Investment Services
Illinois
$155M -$3.21M 1 1.58% Reduced
155
TSAM
Trinity Street Asset Management
United Kingdom
$153M -$4.63M 1 15.26% Reduced
156
D.E. Shaw & Co
D.E. Shaw & Co
New York
$153M +$81.6M 6 0.13% Increased
157
Marsico Capital Management
Marsico Capital Management
Colorado
$152M -$60.2K 1 4.24% Reduced
158
EARNEST Partners
EARNEST Partners
Georgia
$150M -$2.8M 3 0.66% Reduced
159
LBP AM
LBP AM
France
$146M +$148M 2 2.2% New
160
Axa
Axa
France
$146M -$53.9M 4 0.43% Reduced
161
ARGA Investment Management
ARGA Investment Management
Connecticut
$145M -$1.36M 1 4.79% Reduced
162
Acadian Asset Management
Acadian Asset Management
Massachusetts
$144M -$36.1M 6 0.45% Reduced
163
HighTower Advisors
HighTower Advisors
Illinois
$144M -$4.48M 6 0.21% Reduced
164
Capital Group Private Client Services
Capital Group Private Client Services
California
$142M -$6.45M 1 1.36% Reduced
165
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$141M +$73.3M 1 4.65% Increased
166
Federated Hermes
Federated Hermes
Pennsylvania
$140M -$9.05M 6 0.31% Reduced
167
Waverton Investment Management
Waverton Investment Management
United Kingdom
$137M +$8.22M 1 2.25% Increased
168
C WorldWide Group
C WorldWide Group
Denmark
$135M +$4.99M 1 1.4% Increased
169
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$134M -$611K 7 0.12% Reduced
170
SRS Investment Management
SRS Investment Management
New York
$133M $0 1 1.99% Maintained
171
AQR Capital Management
AQR Capital Management
Connecticut
$133M +$48.4M 6 0.18% Increased
172
Royce & Associates
Royce & Associates
New York
$132M +$2.74M 5 1.2% Increased
173
HSBC Holdings
HSBC Holdings
United Kingdom
$129M -$150M 7 0.08% Reduced
174
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$128M -$50.3M 2 1.94% Reduced
175
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$125M -$6.46M 1 0.99% Reduced
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